Franco-Nevada Corporation (FNV)vsTaseko Mines Ltd (TGB)
FNV
Franco-Nevada Corporation
$221.36
+3.26%
BASIC MATERIALS · Cap: $38.72B
TGB
Taseko Mines Ltd
$7.06
+5.51%
BASIC MATERIALS · Cap: $2.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Franco-Nevada Corporation generates 171% more annual revenue ($2.09B vs $770.85M). FNV leads profitability with a 65.7% profit margin vs 2.0%. TGB appears more attractively valued with a PEG of 0.33. FNV earns a higher WallStSmart Score of 71/100 (B).
FNV
Strong Buy71
out of 100
Grade: B
TGB
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-36.6%
Fair Value
$188.71
Current Price
$221.36
$32.65 premium
Margin of Safety
+2.5%
Fair Value
$7.29
Current Price
$7.05
$0.24 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 66 of every $100 in revenue as profit
Strong operational efficiency at 79.3%
Revenue surging 77.7% year-over-year
Earnings expanding 123.1% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Revenue surging 70.4% year-over-year
Strong operational efficiency at 23.4%
Areas to Watch
Moderate valuation
Expensive relative to growth rate
ROE of 1.9% — below average capital efficiency
2.0% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : FNV
The strongest argument for FNV centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 65.7% and operating margin at 79.3%. Revenue growth of 77.7% demonstrates continued momentum.
Bull Case : TGB
The strongest argument for TGB centers on PEG Ratio, Revenue Growth, Operating Margin. Revenue growth of 70.4% demonstrates continued momentum. PEG of 0.33 suggests the stock is reasonably priced for its growth.
Bear Case : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio.
Bear Case : TGB
The primary concerns for TGB are Return on Equity, Profit Margin, Debt/Equity. A P/E of 175.5x leaves little room for execution misses. Thin 2.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
FNV profiles as a growth stock while TGB is a hypergrowth play — different risk/reward profiles.
TGB carries more volatility with a beta of 2.01 — expect wider price swings.
FNV is growing revenue faster at 77.7% — sustainability is the question.
FNV generates stronger free cash flow (70M), providing more financial flexibility.
Bottom Line
FNV scores higher overall (71/100 vs 55/100), backed by strong 65.7% margins and 77.7% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Franco-Nevada Corporation
BASIC MATERIALS · GOLD · USA
Franco-Nevada Corporation is a gold-focused royalty and flow company in the United States, Latin America, Canada, Australia, Europe and Africa, and internationally. The company is headquartered in Toronto, Canada.
Visit Website →Taseko Mines Ltd
BASIC MATERIALS · COPPER · USA
Taseko Mines Limited, a mining company, acquires, develops and operates mineral properties. The company is headquartered in Vancouver, Canada.
Visit Website →Compare with Other GOLD Stocks
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